Jared Nishida is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2010. Outside of his advisory role, he serves on the Board of Managers for Baseline Fitness Holdings, LLC. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments through a diversified, multi-asset approach.

Aaron Hanson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Madison Investment Advisors, LLC and previously worked at RBC Capital Markets for 18 years. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types and arrangements.

Aaron Beissler is a financial advisor with Focus Financial based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His background includes roles at OSAIC and Willis Towers Watson, as well as work related to administrative support within Focus Financial Network. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advisory services with an emphasis on coordination with legal and tax professionals for comprehensive estate planning and related services.

Adam Tlusty is a financial advisor at Fiduciary Counselling, Inc. in St. Paul, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Fiduciary Counselling in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities. Fiduciary Counselling, Inc. provides advisory and administrative services to individuals, trusts, charitable organizations, corporations, and affiliated family entities. The firm employs investment policy statements and model portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management alongside tax, estate, and trust planning services.

Joanna Franek is a financial advisor at Thrivent Advisor Network, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and James Elvestrom. She also serves as Director of Operations for an affiliated RIA firm within the Thrivent Advisor Network. Thrivent Advisor Network provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, utilizing a range of investment vehicles and both discretionary and non-discretionary portfolio management.

Peter Strandt is a financial advisor at Global View Capital Management LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at various companies such as Street Fleet Courier and LPL Enterprise LLC. Outside of finance, he has been involved with several entrepreneurial and service-oriented businesses, including Northern Lights - Christmas & Holiday Lighting Professionals and Pete's Washing Services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house algorithmic research platform and offers multiple program options including a Personalized Managed Account Program and a low-cost ETF-only option.

Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.

Elizabeth Villalta is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Focus Financial since 2012 and also holds a resident insurance producer license for accident, life, and health, which she maintains through continuing education for use in her review of insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

David Spethmann is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Prudential Financial. He is also a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through firm-designed model portfolios and advisor-directed strategies. The firm manages approximately $2.5 billion in assets across more than 8,400 client relationships with a team of around 135 advisors.

Elizabeth Van Hoever is a CFP® professional with 12 years of experience at Fiduciary Counselling Inc. in St. Paul, MN. She has been with the firm since 1997, contributing to its advisory services for over two decades. Fiduciary Counselling Inc. serves individuals, trusts, charitable organizations, corporations, and family-related entities, offering investment advisory alongside accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory in managing client portfolios and maintains unique relationships with affiliated trust and investment companies.

Brendan O’Rourke is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding the CFP® designation and Series 65 and Series 63 licenses with 11 years of industry experience. His previous roles include positions at Kestra Advisory, Charles Schwab, and Morgan Stanley. He is the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management entity used for marketing and tax purposes. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutions, serving both non-high-net-worth and high-net-worth clients. The firm offers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches and engaging a variety of third-party managers alongside in-house models.

Casey Anderson is a CFP® with 14 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen LLP since 2014 and with CliftonLarsonAllen Wealth Advisors, LLC since 2006. Anderson is also a principal of CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, combining active and passive investment vehicles, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Julian Einfrank is a CFP® with 15 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has been with the firm since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, using a strategic asset allocation approach supplemented by model portfolios and third-party managed programs.

Robert Nelson is a financial advisor with NorthRock Partners, LLC in Minneapolis, holding a Series 63 designation and bringing 33 years of industry experience. He joined NorthRock in 2013 following a position at Purshe Kaplan Sterling Investments. Outside of advising, Nelson serves on the board of Soigne Hospitality Group, a restaurant business, and he is the founder and president of the Arrow Giving Foundation, an educational nonprofit. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and integration of private market investments, supported by both automated tools and independent managers.

Eric Alexander is a CFP® professional at Choreo, LLC with experience in the financial services industry beginning in 2018. Prior to joining Choreo in 2026, he worked at Accredited Investors for five years and State Farm for three years. He also has a background with the University of St. Thomas. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-approved investment process.

Charles Gruys is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with BlueSpring Wealth Management, LLC in Minneapolis, MN. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Fidelity in various advisory capacities. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients, combining diverse asset types and offering specialized strategies such as option overlays and hedging for concentrated positions.

Douglas Olson is a financial advisor with Focus Financial who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network since 2011 and has a longstanding involvement with West African Development Ministries dating back to 2007. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized investment advisory services through various management options and emphasizes coordination with other professionals for estate planning and related legal or tax matters.

Joshua Decker is a CFP®-designated financial advisor with 26 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, Advanced Advisor Group, and Educators Financial Services. He owns EDUCATORS LIFETIME SOLUTION, a business unrelated to investment advisory. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brent Putz is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has worked with Northwestern Mutual and its affiliated companies since 2006. Beyond advisory roles, he maintains active insurance licensure for accident, health, life, and variable contracts. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, retirement plans, and business entities, employing a tailored investment approach focused on broad asset allocation, diversification, and the use of independent managers. The firm also integrates private market allocations and utilizes AI tools to support tax-aware investing and portfolio monitoring.

Charles Block is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at Northwestern Mutual and LPL Financial. Outside of his advisory work, he coaches 7th grade basketball for the School District of Prescott, WI. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.